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PROSPERITY CAPITAL ADVISORS
Legal name: C2P CAPITAL ADVISORY GROUP, LLC
CRD 156480File 801-72187
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.39B
Top 25% of cohort (national)
Discretionary AUM
$4.39B
Clients
7,548
16,541 accounts
Employees
244
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 22, 2011
- Principal office
- 30400 DETROIT ROAD, SUITE 201, WESTLAKE, OH, 44145
- Phone
- 888-240-0064
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.39B
- Discretionary AUM
- $4.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16,541
- Non-discretionary accounts
- 0
- Total accounts
- 16,541
- AUM per client
- $581K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $29.7M |
| Insurance companies | Fewer than 5 | $540.7M |
| Charitable organizations | 24 | $2.5M |
| High net worth individuals | 990 | $2.09B |
| Pension and profit sharing plans | 29 | $32.8M |
| Individuals (other than high net worth individuals) | 6,479 | $1.69B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.